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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,578 | $110,137-82.2% | $161,149-87.9% | $82,637-76.3% |
| Participation rate | 52.6% | 72.4%-19.8pp | 78.8%-26.3pp | 68.1%-15.5pp |
| Annual return | 18.44% | 20.69%-2.2pp | 21.16%-2.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $736 | $2,856-74.2% | $4,360-83.1% | $2,552-71.1% |
| Participant deferral / active EE | $2,001 | $4,575-56.3% | $6,153-67.5% | $4,126-51.5% |
| Admin fee / account holder | $1,018 | $9,467-89.2% | $15,194-93.3% | $7,339-86.1% |